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Business units are applied to billable or payable records in X Dispatch, for accounting purposes (see Business Units Accounting Features) and for visibility separation inside X Dispatch (see Select Business Units). For more details on the usage and application of business units see Using Business Units.
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Field Name | Description | ||
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BusinessUnitID | Unique numerical ID for business unit. | ||
Description | Description of business unit. | ||
GLPrefix | Text added to the beginning of a line item's GL Code during the export of invoices. Used to differentiate accounts in an accounting package. Example: If an item is set to a GL Code of 'Sales', and the customer is set to a Business Unit with a GLPrefix of 'PHX-', the line item's GL Code would be exported as 'PHX-Sales'. | ||
GLSuffix | Text added to end of a line item's GL Code during the export of the invoices. Used to differentiate accounts in an accounting package. Example: If an item is set to a GL Code of 'Sales', and the customer is set to a Business Unit with a GLSuffix of '-TUC', the line item's GL Code would be exported as 'Sales-TUC'. | ||
ARAccount | Name of the Accounts Receivable account in the accounting package used to import invoice data. | ||
GLClassPrefix | Text added to the beginning of a line item's classification during the export of invoice data. Used to classify revenue in an accounting package.
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GLClassSuffix | Text added to the end of the item's classification during the export of invoice data. Used to classify revenue in an accounting package.
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How to Add a Business Unit
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How to Edit a Business Unit
- Go to Maintenance > Business Units.
Edit the field(s) you would like to edit.
- Click the save icon in the toolbar.
How to Delete a Business Unit
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A business unit cannot be deleted if it is associated with another record (e.g. customer, human resource, etc.). |
- Go to Maintenance > Business Units.
- Select the business unit you would like to delete by clicking on the grey box to the left of the BusinessUnitID column, the row will be highlighted blue.
- Click the delete icon in the toolbar or press the delete button.
- Click the save icon in the toolbar.
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